Catalystlyons Tactical Allocation Fund Quote
| CLTIX Fund | USD 16.29 0.10 0.62% |
PerformanceSolid
| Odds Of DistressLow
|
Catalystlyons Tactical is trading at 16.29 as of the 26th of July 2025; that is 0.62 percent increase since the beginning of the trading day. The fund's open price was 16.19. Catalystlyons Tactical has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 27th of April 2025 and ending today, the 26th of July 2025. Click here to learn more.
The fund seeks to achieve its investment objective by combining a tactical allocation process intended to offer downside protection during significant market declines, with individual stock selection. The sub-advisor uses a proprietary quantitative risk model that seeks to remain fully invested in equities continuously, during bull market conditions, and to shift defensive only during sustained periods of heightened equity market risk.. More on Catalystlyons Tactical Allocation
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Catalystlyons Mutual Fund Highlights
| Fund Concentration | Catalyst Mutual Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Catalyst Mutual Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Catalystlyons Tactical Allocation [CLTIX] is traded in USA and was established 26th of July 2025. Catalystlyons Tactical is listed under Catalyst Mutual Funds category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Catalyst Mutual Funds family. This fund currently has accumulated 33.05 M in assets under management (AUM) with minimum initial investment of 2.5 K. Catalystlyons Tactical is currently producing year-to-date (YTD) return of 6.59% with the current yeild of 0.0%, while the total return for the last 3 years was 6.18%.
Check Catalystlyons Tactical Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Catalystlyons Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Catalystlyons Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Catalystlyons Tactical Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Catalystlyons Tactical Allocation Mutual Fund Constituents
| WM | Waste Management | Stock | Industrials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| INTC | Intel | Stock | Information Technology | |
| GWW | WW Grainger | Stock | Industrials | |
| HBI | Hanesbrands | Stock | Consumer Discretionary | |
| LMT | Lockheed Martin | Stock | Industrials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| WMT | Walmart | Stock | Consumer Staples |
Catalystlyons Tactical Risk Profiles
| Mean Deviation | 0.6008 | |||
| Semi Deviation | 0.1686 | |||
| Standard Deviation | 0.8232 | |||
| Variance | 0.6776 |
Catalystlyons Tactical Against Markets
Other Information on Investing in Catalystlyons Mutual Fund
Catalystlyons Tactical financial ratios help investors to determine whether Catalystlyons Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Catalystlyons with respect to the benefits of owning Catalystlyons Tactical security.
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